Strategence is the intersection of strategy, intellectual integrity and diligence.

Strategy: A plan or policy designed with a goal of achieving a major or overall aim

Intellectual Integrity: The discipline of striving to be thorough and honest to learn the truth or reach the best decision possible in each situation

Diligence: careful and persistent work or effort

Our Business

Our Business is Financial Advice

Great advice never grows old. It is our job to give our clients advice that is in their best interest. If we consistently apply intellectual integrity, along with the right strategies, with our advice then our clients can have a greater confidence heading into the future.

Our Mission

Our Mission is to Help our Clients Develop and Maintain Great Financial Habits

The advice we give our clients should result in them developing and maintaining great financial habits. We are diligent about encouraging our clients to follow sound financial habits.

Our Culture

Our Culture is Benchmarked to the Golden Rule – With our Clients and with Ourselves

“So in everything, do to others what you would have them do to you, for this sums up the Law and the Prophets.” Matthew 7:12

Don’t hesitate to get in touch with us!

We’d love the opportunity to become your trusted advisor.

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